Vehicles RSS
Tesla Q4 Battery Updates // Production Dip and Rumors
In the Tesla Q4 2023 earnings call, Drew Baglino gave his usual battery updates. Today I'll breakdown what he said line-by-line, discuss why his comments indicate a production dip but his outlook is still positive.
I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China.
'Tesla Cybertruck deliveries hostage to battery production hell' https://twitter.com/LimitingThe/status/1737918494706954390
Joe Tegtmeyer 4680 Updates: https://twitter.com/LimitingThe/status/1742726520303415632
Weibo Rumor- Tesla Importing Cathode Rolls:
https://twitter.com/LimitingThe/status/1748012290320794068
Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005
Patreon: https://www.patreon.com/thelimitingfactor
Paypal: https://www.paypal.com/paypalme/limitingfactor42069
Teespring: https://teespring.com/stores/the-limiting-factor
Twitter: https://twitter.com/LimitingThe
Venmo: @thelimitingfactor
*Timeline*
00:00 Introduction
00:54 The Reuters Article
03:05 Line 1 Swapped to the Generation 2 Cell
05:08 Production vs Assembly
08:33 Implications for the 4680 Ramp
10:42 Elon Confirms Tesla’s Cell Suppliers
12:38 Joe Tegtmeyer’s Rumor // Cell Improvements
13:48 Weibo Rumor // Cathode Rolls from China
15:16 Summary
Intro Music by Dyalla: Homer Said
2024 Tesla Model 3 Refresh: The Perfect Starter EV!
The new Tesla Model 3 is really really good.
Dan Ives Leaves Entire CNBC Panel SPEECHLESS about Tesla
✍ Join my PATREON here: https://www.patreon.com/tomnash
✍ Try Stock MVP For Free: https://www.stock-mvp.com
Get 40% off with the coupon code LAST40 during checkout
Nothing in this video constitutes tax, legal, financial and/or investment advice, nor does any information in this video constitute an invitation and/or solicitation to invest in a particular security. This video merely expresses the author’s opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional.
The author of this video does NOT accept liability for any investment decisions, as this video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times.
NEW 2024 Tesla Model 3 Refresh - The Hype is Real
Get 20% off DeleteMe US consumer plans when you go to http://joindeleteme.com/DIRTYTESLA and use promo code DIRTYTESLA at checkout. DeleteMe International Plans: https://international.joindeleteme.com/
☀️Ordering Tesla Solar or vehicle? Use a referral code!
https://ts.la/chris41676
My favorite Tesla and YouTube Accessories: https://www.amazon.com/shop/dirtytesla (Amazon Affiliate Link)
Patreon: https://www.patreon.com/dirtytesla
10% off S3XY buttons with code DirtyTesla: https://enhauto.com/?utm_source=youtube&utm_medium=social&utm_campaign=dirtytesla&promo=DirtyTesla
Use the totally FREE tools from DroneQuote to see potential EV and Solar Panel savings: https://dronequote.net/dirtytesla
⚡TESMANIAN: Get 10% off accessories with Tesmanian discount code DirtyTesla https://www.tesmanian.com/discount/DirtyTesla
Merch: https://dirtytesla.creator-spring.com/?
Insta360 roof Camera: https://www.insta360.com/sal/one_r?insrc=INRTV31
Buy Tesla Stock or Dogecoin on Webull!: https://a.webull.com/i/DirtyTesla
Use code dirtytesla for 10% off premium Tesla Accessories at https://scentwedge.com/dirtytesla
Twitter: @DirtyTesla
Instagram: @DirtyyTesla
Music: http://instagram.com/sammorykwas
⚡Teslafi Free for One Month: https://www.teslafi.com/signup.php?referred=DirtyTesla
Filming Equipment
Sony a6100: https://amzn.to/2BuqYwc
Gimbal for a6100: https://amzn.to/30xelNg
Rode videomicro: https://amzn.to/30bbZ4m
Rode Wireless Go II: https://amzn.to/35xV2mw
GoPro (films screen/road): https://amzn.to/3aiMsKt or https://www.insta360.com/sal/one_r?insrc=INRTV31
GoPro media mod: https://amzn.to/2Ze2q6G
360 Camera: https://www.insta360.com/sal/one_r?insrc=INRTV31
Camera mount for GoPro: https://amzn.to/46WThgg with https://amzn.to/3BXBtmb
Mic: https://amzn.to/383CuJO or https://amzn.to/2NjYSXu
Face/vlog style camera: https://amzn.to/3lWvFDD
Mount for face camera: https://amzn.to/34lEfjP
Tripod: https://amzn.to/335vV7D and https://amzn.to/2N6CiC1
As an Amazon Associate I earn from qualifying purchases.
0:00 - New features, matrix headlights
1:00 - Exterior
5:33 - Interior front seats
13:25 - Interior rear seats
18:49 - Driving including efficiency, road noise, autopilot, comfort, new display
26:53 - Wrap up
Sandy Munro WARNS of MASSIVE Disruption
► Join Patreon: https://www.patreon.com/solvingthemoneyproblem
► FREE 1 Yr Supply of Vitamin D + 5 AG1 Travel Packs https://drinkAG1.com/SMR
► Subscribe on X/Twitter: https://twitter.com/stevenmarkryan
► UNLOCK 300+ Exclusive Videos: https://www.patreon.com/solvingthemoneyproblem
► Oura Ring https://ouraring.com/smr (Track your sleep, readiness & activity)
► My Tesla Stock Fair Value aka “Price Targets”: https://www.patreon.com/posts/tesla-stock-fair-96573364
► Merch: https://solving-the-money-problem.creator-spring.com/
► X/Twitter https://twitter.com/stevenmarkryan
Want More Content? Early Access? My Tesla Valuation Model? Check the pinned comment!
AFFILIATE DISCLOSURE: I earn a commission on every purchase made through my links.
🚀 SUPPORT THE CHANNEL ON PATREON
◆ Patreon https://www.patreon.com/solvingthemoneyproblem
BECOME A MEMBER OF THE CHANNEL
◆ Join https://www.youtube.com/channel/UCagiBBx1prefrlsDzDxuA9A/join
CHANNEL MERCH
◆ Merch store https://solving-the-money-problem.creator-spring.com/
MERCH LINKS
👕 TSLA HODLR MERCH: https://solving-the-money-problem.creator-spring.com/listing/new-tsla-hodlr?product=46
👕 420 Funding Secured MERCH: https://solving-the-money-problem.creator-spring.com/listing/420-funding-secured-merch
👕 Don’t bet against Elon MERCH https://solving-the-money-problem.creator-spring.com/listing/new-don-t-bet-against-elon
👕 I’m ALL IN on TSLA MERCH https://bit.ly/30nh2S7
👕 Buy $TSLA MERCH https://bit.ly/3Gh8wUw
👕 TSLA to the mooooooon MERCH https://bit.ly/3iagHHZ
👕 Cybertruck Light Strip MERCH https://bit.ly/3FNLq7L
👕 Mars awaits MERCH https://bit.ly/3yUnKdb
AFFILIATES - Health/Wellness/Peak Performance
◆ AG1 (Comprehensive and Convenient Daily Nutrition) FREE One Year Supply of Vitamin D + 5 Travel Packs https://drinkAG1.com/SMR
◆ Oura Ring https://ouraring.com/smr (Track your sleep, readiness & activity—I’ve been using this since 2021!!)
◆ Sleep Better With Hostage Tape https://www.hostagetape.com/products/buy?snowball=STEVEN15270
AFFILIATE DISCLOSURE: I earn a commission on every purchase made through my links.
MY TOP 100 BOOKS LIST (listen to most free w/Audible trial)
◆ My Top 100 Books List https://t.ly/NPsI
SOCIAL
◆ X/Twitter https://twitter.com/stevenmarkryan
◆ Instagram https://www.instagram.com/stevenmarkryan/
SOURCES
◆ What lies ahead for the Auto Industry in 2024? Sandy's Predictions (+ BIG Announcement!) https://youtu.be/J9mZndxJ3Nc?si=29QQGvtt2UVfPu7k
◆ Optimus folds a shirt https://twitter.com/elonmusk/status/1746964887949934958
TIMESTAMPS
0:00 Sandy Munro Warns of MASSIVE Disruption
10:42 Proof Robots Will Take Over (Ark Big Ideas 2024)
12:31 Want More Content? Early Access?
12:36 Drink AG1
In this video, Sandy Munro WARNS of MASSIVE Disruption in automotive manufacturing due to humanoid robots.
Tags: #SandyMunro #ElonMusk #Tesla #TeslaStock #TSLA #Cybertruck #TeslaBot #Optimus
👕 Merch: https://solving-the-money-problem.creator-spring.com/ 👕
As always, in this video I'm just sharing my thinking process and my reasoning. Keep using your own brain. Don't be a sheep. 🐑
I love you all,
Steven
p.s. Share your thoughts below. I love to read the comments!
➡ SEND BITCOIN: bc1q386gs0uhzr5l5zatwz5u28t3f729zpsa9p8t0k
➡ SEND ETHEREUM: 0xb3F81537394344DF1d21a0e0CB6DFdF7bFBBA0A3
Tags
- All
- #EVKing
- Abundance
- Abundance Society
- Alexander Potter
- Alexandra Merz
- ARK Invest
- Ashok Elluswamy
- Automation
- AutoMobility
- Batteries
- Bradford Ferguson
- Brian Wang
- Brian White
- Bugatti
- Cathie Wood
- Cathy Wood
- CATL
- cobots
- Compute
- Cybertruck
- Dan Ives
- Dojo
- DrKnowItAll
- Elon Compensation
- Elon Musk
- energy storage
- EV Charging
- EV Market
- EV Taxes
- F-150 Raptor R
- Farzad Mesbahi
- Figure 01
- Ford F-150
- Franz von Holzhausen
- FSD
- FSD Stories
- FSDDrive
- FutureAza
- Gali Filche
- GM
- Hans C Nelson
- Herbert Ong
- Hyperchange
- investment
- James Douma
- Jason Cammisa
- Jay Leno
- Jeff Lutz
- Jim Cramer
- Joe Tegtmeyer
- Larry Goldberg
- Lars Moravy
- Manufacture
- Mary Barra
- Matt Pocius
- Media
- Michael Tyler
- Nicholas Gibbs
- Nikola
- Optimus
- Randy Kirk
- Rebellionaire Road Rally
- Relationships
- Rob Maurer
- Robotaxi
- Robotic Process Automation (RPA)
- robotics
- Ron Baron
- Ryan Shaw
- Sandy Munro
- Scott Walter
- SpaceX
- starship
- Steven Mark Ryan
- Superchargers
- Tasha Keeney
- Tesla
- Tesla AI
- Tesla Cybercab
- Tesla Electric Vehicles Energy
- Tesla Energy
- Tesla Optimus
- Tesla Robotaxi
- Tesla Robovan
- Trevor Milton
- Vinfast